MI217: Tech Stock Investing Outside of the FAANG w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
Draft Kings Is Not One of Them
i'm trying to synthesize old school inancial principles, return on capital and dominating your market mots with these new economy principles. There are times when foregoing free cash flow now to build out your mot is good but draft kings is not one of them. And i know this because i've studied the business quite closely, and i own one of the sports bedding companies. But it's u k Based, and it's really not very well known. It's called flutter. Youever heard of it? Have not? It's a terrible name. It doesn't translate in the usa. Flutter bought fan duel several months after the supreme court legalized sports betting,. They immediately
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